# D. Shelly Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/d-shelly-group-inc-401k-plan

> D. Shelly Group, INC.'s 401(k) plan: 623 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** D. Shelly Group, INC.

- **Sponsor EIN:** 330840243

- **Sponsor Address:** 9881 RESEARCH DRIVE, IRVINE, CA, 92618

- **Plan Type:** 401(k)

- **Total Participants:** 623

- **Total Assets:** $28.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|623|$28.1M|$463,375|$2.1M|

| 2023|646|$25.1M|$447,376|$2.2M|

| 2022|646|$19.2M|$427,567|$2.2M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| RBC CAPITAL MARKETS LLC|INVESTMENT ADVISOR|$68,590|—|$68,590|

| CAPITAL GROUP RETIREMENT PLAN SVCS.|RECORDKEEPER|$5,800|—|$5,800|

| GYL DECAUWER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GYL DECAUWER LLP](https://planprovider.pro/provider/gyl-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $74,390

- **Estimated Expense Ratio:** 0.265% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$74,390|$68,590|—|—|—|

| 2023|$4,831|—|—|—|—|

| 2022|$5,144|—|$5,144|—|—|

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